Strategic Point Investment Advisors, LLC Ishares Tr Transaction History

Strategic Point Investment Advisors, LLC

$696 Million
Q3 2025

A detailed history of Strategic Point Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Strategic Point Investment Advisors, LLC holds 190,848 shares of SHV stock, worth $21 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares

190,848

Previous 186,551 2.3%

Holding current value

$21 Million

Previous $20.6 Million 2.37%

% of portfolio

3.03%

Previous 3.18%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 02, 2025	BUY	$110.06 - $110.49 $472,927 - $474,775	4,297 Added 2.3%	190,848 $21.1 Million
Q2 2025 Jul 25, 2025	BUY	$110.06 - $110.46 $357,805 - $359,105	3,251 Added 1.77%	186,551 $20.6 Million
Q1 2025 Apr 21, 2025	BUY	$110.11 - $110.51 $63,423 - $63,653	576 Added 0.32%	183,300 $20.2 Million
Q4 2024 Jan 23, 2025	BUY	$109.92 - $110.57 $458,146 - $460,855	4,168 Added 2.33%	182,724 $20.1 Million
Q3 2024 Oct 15, 2024	BUY	$110.05 - $110.63 $310,341 - $311,976	2,820 Added 1.6%	178,556 $19.8 Million

Q2 2024 Aug 06, 2024	SELL	$110.04 - $110.51 $53,259 - $53,486	-484 Reduced 0.27%	175,736 $19.4 Million
Q1 2024 May 14, 2024	BUY	$110.11 - $110.57 $489,438 - $491,483	4,445 Added 2.59%	176,220 $19.5 Million
Q4 2023 Feb 08, 2024	BUY	$109.86 - $110.59 $186,322 - $187,560	1,696 Added 1.0%	171,775 $18.9 Million
Q3 2023 Nov 01, 2023	BUY	$109.99 - $110.5 $391,784 - $393,601	3,562 Added 2.14%	170,079 $18.8 Million
Q2 2023 Aug 14, 2023	BUY	$110.0 - $110.45 $144,540 - $145,131	1,314 Added 0.8%	166,517 $18.4 Million
Q1 2023 Apr 28, 2023	BUY	$109.94 - $110.5 $366,759 - $368,628	3,336 Added 2.06%	165,203 $18.3 Million
Q4 2022 Feb 01, 2023	BUY	$109.74 - $110.1 $182,387 - $182,986	1,662 Added 1.04%	161,867 $17.8 Million
Q3 2022 Nov 02, 2022	BUY	$109.92 - $110.13 $17.6 Million - $17.6 Million	160,205 New	160,205 $17.6 Million

Others Institutions Holding SHV

# of Institutions

780

Shares Held

101M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Strategic Point Investment Advisors, LLC Ishares Tr Transaction History